See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,945 | $121,625+46.3% | $104,607+70.1% | $158,922+12.0% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 20.54% | 465.26%-444.7pp | 340.46%-319.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $16 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |